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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-19 |
| MA | RA | APPROVED | 2005-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 09/2001 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 05/2005; INSURANCE BROKER; INVESTMENT RELATED] [Sleeper Sunshine LLC; This is a rental property that I purchased and am in the process of putting into an LLC. I am the sole member of the LLC. Rental income will come to me. I receive no compensation as a member of the LLC.; 33 Sleeper St, # 209 Boston, MA 02110; Start Date 07/2022; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent] [The Real Team Awesome LLC; This company solely exists to pay my staff for my financial planning work at NYL and Eagle Strategies. LLC, and fixed brokerage business. No business gets run through it, nor is it used for any activity other than payroll and paying office expenses.; 150A Andover St., Suite 7B, Danvers, MA 01923; Start Date 01/2024; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; I pay payroll and office expenses out of this LLC.][TRTA Realty LLC; This will be a rental commercial property. Some of the property will be used to rent to tenants. Some will be used for my own office space and my staff for my NYL/Eagle Strategies work. ; 150A Andover St, Suite 7, Danvers, MA 01923; Start Date 08/2024; Role/Title: Partner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; oversee investment][Greyhorn LLC; clothing company; 49 Chestnut St, Marblehead, MA 01945; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; involved in decision making on product design, and occasionally chat with distributers and manufacturers]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-16 |
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